| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 30,110 | $3.17M | $3.92M | $753,498.32 | 23.79% |
Ann Keitner Quantum Portfolio Management LLC | 2,465 | $296,564 | $334,845.6 | $38,281.6 | 12.91% |
Joseph Morrison Sentry LLC | 47,856 | $5.03M | $6.5M | $1.47M | 29.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6,717 | $566,979.83 | $874,553.4 | $307,573.57 | 54.25% |
Owen McCabe Tyche Wealth Partners LLC | 8,583 | $891,681.4 | $1.1M | $209,774.99 | 23.53% |
United Advisor Group LLC United Advisor Group, LLC | 14,125 | $1.38M | $1.84M | $461,331.82 | 33.48% |
Jeff Ramsey Quotient Wealth Partners, LLC | 9,783 | $1.13M | $1.27M | $139,826.98 | 12.33% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,025 | $192,424.93 | $263,655 | $71,230.07 | 37.02% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 49,547 | $5.46M | $6.45M | $994,043.47 | 18.22% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,834 | $633,663.26 | $763,787.28 | $130,124.02 | 20.54% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 6,626 | $732,787.24 | $862,705.2 | $129,917.96 | 17.73% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,934 | $408,625.87 | $512,206.8 | $103,580.93 | 25.35% |
Jeffrey McGrath Cetera Trust Company, N.A | 7,054 | $769,026.91 | $937,617.68 | $168,590.77 | 21.92% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 600 | $65,412 | $78,120 | $12,708 | 19.43% |
Jonathon Gold Gold Investment Management Ltd. | 16,465 | $1.78M | $2.11M | $327,979.38 | 18.37% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,328 | $251,117.33 | $309,437.76 | $58,320.43 | 23.22% |
PETER KRUSSEL Southland Equity Partners LLC | 2,154 | $261,758.42 | $280,450.8 | $18,692.38 | 7.14% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 38,278 | $3.98M | $4.98M | $1M | 25.11% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 9,125 | $1.2M | $1.21M | $13,927.66 | 1.16% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,968 | $2.88M | $3.77M | $894,300.79 | 31.08% |